Claiming before your FRA will result in permanent benefit reductions. So if you file at age 66 thinking it's your FRA, you ...

Credit card debt is the most common type of debt carried by older adults. High-interest debt means spending more of your ...

Access to a solo 401 (k) can be useful for some couples to do smart tax planning. Financial planner Robert Wang, based in Abington, Mass., has been helping a new client who is in the highest tax ...

You can roll over your unused 529 dollars into a Roth IRA or ABLE account, but there are limits. One common concern is oversaving.

With the looming retirement of Santa Barbara County Superior Court Executive Officer Darrel Parker, the judges have ...

Social Security benefits are projected to be cut by 2035. Learn how to grow your nest egg by saving and investing to unlock a financially secure retirement.

Our Thornton Oaks Retirement Community Men’s Group recently discussed the issue of retirement after viewing the TED Talk by ...

I continually remind my readers that they shouldn't worry too much when they read or hear reports of Social Security's ...

Changes in the tax law will have different effects on people who take the standard deduction versus high earners who itemize.

IRS tax rules in 2026 could impact how much of your Social Security income is taxed. Learn how retirees can protect their ...

When you discuss filing for your specific benefits with the Social Security Administration, it sets a protective filing date ...

Workers contributing to Social Security will also see changes to payroll tax limits. In 2026, the maximum amount of earnings subject to Social Security taxes will increase from $176,100 to $184,500, ...